Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,668 | $138,076-48.1% | $123,553-42.0% | $135,380-47.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 29.71% | 153.70%-124.0pp | 119.21%-89.5pp | 519.81%-490.1pp |
| Employer contribution / active EE | $242 | $5,152-95.3% | $4,628-94.8% | $4,779-94.9% |
| Participant deferral / active EE | $4,140 | $6,800-39.1% | $6,426-35.6% | $5,609-26.2% |
| Admin fee / account holder | $42,059 | $10,917+285.3% | $9,284+353.0% | $10,828+288.4% |